See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Participant loan processing; Sub-tran... | $2,978 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,656 | $75,183+44.5% | $123,892-12.3% | $55,167+97.0% |
| Participation rate | 80.9% | 72.8%+8.0pp | 81.4%-0.6pp | 69.0%+11.9pp |
| Annual return | 14.10% | 19.01%-4.9pp | 47.52%-33.4pp | 169.23%-155.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,967 | $5,084+96.0% | $5,984+66.6% | $3,054+226.3% |
| Admin fee / account holder | $18 | $663-97.4% | $8,357-99.8% | $504-96.5% |